See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,788 | $99,640-29.0% | $86,436-18.1% | $134,475-47.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.31% | 6782.58%-6800.9pp | 4394.89%-4413.2pp | 417.96%-436.3pp |
| Employer contribution / active EE | $2,165 | $4,400-50.8% | $3,769-42.5% | $4,740-54.3% |
| Participant deferral / active EE | $8,190 | $7,246+13.0% | $6,952+17.8% | $6,400+28.0% |
| Admin fee / account holder | $875 | $8,371-89.5% | $6,731-87.0% | $11,426-92.3% |